V. Goals and Objectives 2001-2005.docPresentation Transcript
V. Goals and Objectives 2001-2005
Goals and Objectives Projected Notes, Comments
Goal A: CORP will develop and facilitate delivery of an array of FT Staff Attorney and FT Project
services to nonprofit organizations in order to affirmatively help Coordinator required
them fulfill their mission and reach their goals, and in order to
help prevent or reduce the probability of legal and non-legal
• Objective 1: Legal Audit: CORP will create and pilot a general legal Y1 - create and set Explore collaboration with law
audit. numeric goals school clinical program to expand
o A General Legal Audit will be created, piloted, revised, and End of Y1-Y5 outreach
published in Year 1. implement
o At the end of Year 1 numerical goals for delivery of this
service will be set for Years 2-5.
• Objective 2: Expert System: CORP will create and pilot a computer Collaboration with Wilson, Sonsini
expert system. and Morrison & Foerster;
o A computer expert system/diagnostic tool (JNANA) will be collaboration with the Public
created, piloted, revised, published, and distributed in Year 1 Y1 – create Interest Clearing House
(substantive legal areas under consideration include
employment, incorporation, tax exemption, and real estate)
o 8-12 nonprofit organizations will participate in Year 1; 12-18
in Year 2; 18-24 in each year of Years 3-5. Y1 8-12
o Feedback will be obtained from all involved organizations Y2 12-18
and from the pro bono attorneys who work with them. Y3 – Y5 18-24
o CORP will explore delivery of expert system through p/yr Requires resolution of licensing
and support issues
Collaboration with management
• Objective 3: Training: CORP will provide workshops for nonprofit
staff and board members on topics including incorporation, employment
law, negotiation of contracts, termination of employees, insurance, (CompassPoint Nonprofit Services,
liability, fundraising law, etc. The Management Center, etc.)
o 175+ nonprofit staff and board members attend training
sessions in Year 1; 200+ in Year 2; and 225+ in each year of Y1 175+ Recruit legal experts to lead
Years 3-5. Y2 200+ workshops
o Topics will be reviewed annually with consideration of Y3-Y5 225+ p/yr
emerging, growing, and declining needs. Annual surveys and
ongoing evaluations will inform staff decisions. Annual review
• Objective 4: Materials & Resources: CORP will create and update
templates, newsletters, and website information for nonprofit staff and
board members in the Bay Area.
o Templates for contracts, employment manual and policies FT Staff Attorney and FT Project
will be created and distributed through probono.net and by End Y1 set Coordinator required
request. numeric goals Y2+
o Newsletters will be circulated via email, fax, and regular mail
beginning in Year 2. Y2-Y5
o VLSP will deliver materials through probono.net website.
Y2-Y5 Conditioned on firm approval
Goal B: CORP will lead the effort to shift the “culture” of nonprofit FT Staff Attorney and FT Project
organizations towards one in which organizations are aware of Coordinator required
and value the use of legal resources to build stronger
organizations, to anticipate and prevent legal problems and
issues, and to provide better services.
• Objective 5: Education of Nonprofit Leaders and Board Members:
CORP will create opportunities for nonprofit organizations to learn how Requires collaboration with
to prevent legal crises and problems. funders and management support
o Sessions and trainings will be presented at conferences where End of Y1 set organizations
nonprofit leaders and board members are present. During the numeric goals for
course of Year 1 numerical goals for this activity will be set Y2-Y5
for Years 2-5.
o A conference or summit for nonprofit leaders and board Y2-Y5
members will be co-sponsored annually. Central themes
include using legal resources and preventing legal and non-
legal crises. Y2-Y5
o Articles and success stories concerning both affirmative and
preventative legal work will be written and distributed
annually. By middle of Y1
o Site visits, or audit visits, will be conducted by CORP staff or set numeric goals Collaboration with law school
volunteer attorneys to detect emerging problems, increase for Y2-Y5 clinical programs will be
awareness of liability before a crisis occurs, and to check developed to expand outreach
compliance with appropriate laws. capabilities
Goal C: CORP will work with the nonprofit community to envision, FT Staff Attorney and FT Project
understand, and implement options and opportunities for Coordinator required
arrangements for office and services space, in response to the
current space crisis.
• Objective 6: Collaborations: CORP will coordinate meetings with key Y1-Y5
organizations within the local communities, with a focus on the issue of
office and programmatic space.
• Objective 7: Enabling Role: CORP will reach out proactively to enable Y1-Y5
new processes, arrangements, and efforts which result in implementation
of new ideas for office space.
• Objective 8: Pro Bono Counsel: CORP will provide nonprofit Y1 5-10 matters
organizations with access to counsel for leases, purchases, or other real Y2-Y5 11-15 p/yr
Goal D: CORP will provide direct legal services to nonprofit FT Staff Attorney and FT Project
organizations working in low-income or disadvantaged Coordinator required
• Objective 9: Legal Services through Partnerships: CORP will Y1-Y5
provide, utilize and improve its existing “partnership” model, to provide
a wide range of legal services to key nonprofit organizations over an
extended period of time.
o See Objective 12 for details on the partnership model.
• Objective 10: Legal Services for Discrete Matters: CORP will provide Y1-Y5 Work study students will be used
discrete legal services to nonprofit organizations, in areas of law
including real estate, finance, leases, general business contracts, labor
and employment matters, taxation, corporate governance, insurance,
liability and intellectual property. Priority in placement will be given to
matters in the areas identified by nonprofit organizations in the strategic
o Staff will evaluate the process and procedure of reviewing Y1
and placing cases.
o CORP will achieve a level of 40-45 matters placed with Y1 40-45
volunteer attorneys in Year 1, 46-50 in Year 2, 51-55 in each Y2 46-50
year of Years 3-5. Y3-Y5 51-55 p/yr
Goal E: CORP will identify specific low-income neighborhoods and key FT Staff Attorney and FT Project
nonprofit organizations serving those neighborhoods. These Coordinator required
organizations will then be partnered with law firms and
corporate legal departments, to leverage the legal community’s
resources for the maximum benefit of these low-income
• Objective 11: Legal Services through Partnerships: CORP will utilize Y1 8-10 total Recruitment Committee
and improve its existing “partnership” model, to provide a wide range of active partnerships involvement required
legal services to key nonprofit organizations over an extended period of Y2 10-12
time. Y3-Y5 12-14 each
o CORP’s partnership model, in which key nonprofit Year Staff and community leaders will
organizations are matched with law firms, teams of attorneys, identify and involve key
or corporate legal departments for an extended period of time, One additional organizations in each targeted
will be utilized, promoted, and enhanced. neighborhood/year community
o One additional neighborhood will be incorporated into model
per year, selected in response to emerging community needs
o Staff will monitor and promote utilization by nonprofit
organizations of the pro bono resources in their partner firms.
o Staff will achieve a renewal and/or new partnership level of
8-10 active partnerships in Year 1, 10-12 in Year 2, 12-14 in
o CORP will create a process for the successful acceptance of
the legal provider in the targeted neighborhood.
Goal F: CORP will ensure that the nonprofit community views CORP Y1-Y5 Requires involvement of
as a valuable and accessible resource. development and publications
• Objective 12: Marketing and Visibility: Staff will utilize a marketing Bi-annually
and visibility plan, to be evaluated and revised at intervals. See appendix for Marketing Plan
• Objective 13: Increased Demand for Services: Marketing and 10% increase/year
visibility plan will lead to at least a 10% increase in queries from
nonprofit organizations per year (primarily via phone and email).
Goal G: CORP will continue to focus on anticipating, identifying, and
helping to lead the response to emerging community needs.
• Objective 14: Community Needs Assessment: CORP will participate Y1-Y5
on key taskforces and committees which assess community needs.
• Objective 15: Regionalization: Through its regional collaborative, Y1-Y5 Feasibility conditioned on
CORP will identify and meet the needs of the nonprofit community in participation of collaborative
the greater Bay Area. partners
o CORP will collaborate and coordinate services with the
National Economic Development and Law Center, the East Collaboration will have separate
Bay Community Law Center and the East Palo Alto funding
Community Law Project.
o CORP will work with the regional collaborative to develop a
model for service delivery within Alameda County, San
Francisco, and San Mateo County in Years 1-3, with
possibility of expansion in Years 3-5 to Contra Costa, Santa
Clara and Marin Counties.
Goal H: VLSP will work with all sectors of the legal community, Pro Bono Summit convened in
including the State and Federal courts, The Bar Association of 2000
San Francisco, law firm leaders, Power of Attorney, The Pro
Bono Initiative, Bay Area law schools, The California State Bar To date, Pro Bono Pledge signed
Association, and The American Bar Association, to preserve the by 15 firms
health and encourage the growth of pro bono work.
• Objective 16: Pro Bono Commitment in Law Firms: VLSP’s efforts Y1-Y5
and activities will have an impact on the organization and treatment of
pro bono efforts in law firms.
o VLSP will spearhead the effort in convening a pro bono
summit where key members of the legal community discuss
attorney and firm involvement in and commitment to pro
o VLSP will convene an ongoing group to monitor pro bono
participation and pledges.
o VLSP will help create an ongoing taskforce to promote the Requires involvement of
involvement of volunteers at all levels of law firms in VLSP’s recruitment committee and FT
programs. Staff attorney
o VLSP will encourage corporate general counsel to promote
pro bono work within firms.
• Objective 17: Increasing the Visibility of Pro Bono: CORP will Y1-Y5
increase the visibility of pro bono in firms and corporate legal
o Staff will write and submit success stories on a regular basis Requires FT Staff Attorney, FT
to the Recorder, SF Attorney Journal, The California Law Project Coordinator and
Business Journal, American Lawyer, The Daily Journal, and Publications Department staff
other legal publications.
o CORP will present success stories, which illustrate the impact
of pro bono work on a community and the benefits for
attorneys and firms, at BASF meetings, State Bar Panels,
National Bar Panels, etc.
o CORP will collaborate with Power of Attorney to publicize
and provide greater visibility to pro bono work in the
nonprofit sector on a national level.
Goal I: CORP will work with corporate legal departments to develop
and expand their pro bono infrastructure.
• Objective 18: Developing an Action Plan: CORP will work with Y2
corporate legal departments on a plan for facilitating their involvement in
pro bono services to the nonprofit sector.
o CORP and corporate legal departments will develop an action
o CORP and corporate legal departments will develop
implementation activities, templates, and new policies in order to
facilitate pro bono involvement.
• Objective 19: Implementing the Plan and Recruiting Corporate Y2 – 2 depts.
Legal Departments: Staff will prepare two (2) corporate legal Y2 – establish
departments to become successfully involved in pro bono work in Year numeric goals for
2, and will establish numeric goals for Years 3-5. Y3-Y5
o Materials about the value and benefits of pro bono services
will be circulated via email, fax, mail, conferences, lunches
and other meetings.
o Existing law firm gatherings, lunches, and other meetings will
be heavily utilized as presentation and recruitment Y1-Y5 Requires FT Staff Attorney, FT
opportunities for CORP. Project Coordinator and
o Closer relationships will be developed with recruitment involvement of Recruitment
committees, professional development staff, marketing/public Committee
relations departments, and others to educate them on the
recruitment, career development and retention benefits of pro
o Staff and volunteer attorneys will give presentations at
meetings of the Association of Legal Administrators,
Paralegal Association, and other groups who can be Requires involvement of greater
intermediaries and recruit volunteers. VLSP staff
o Staff will utilize probono.net as a recruitment tool.
o Staff will recruit non-attorneys within firms to assist
organizations, including paralegals, marketing professionals,
information systems personnel, and other firm administrators.
o Staff will focus on meeting the needs and preferences of
volunteers, to encourage their participation in pro bono work.
Requires FT Staff Attorney
Goal K: CORP will be aware of and utilize the preferences of its
volunteer attorneys and firms.
• Objective 21: Sensitivity to Expressed Preferences: Pro bono Y1-Y5 Advisory Committee involved via
opportunities will be structured and presented with consideration for firm email on a regular basis
and attorney preferences.
o Information will be regularly gathered from attorneys and
firms concerning their criteria and preferences through
interviews, surveys, and the input of the Business Law
o Information will be obtained from participating attorneys and Extensive use of probono.net
firms concerning how they prefer to interact with VLSP
(communication, processes, procedures) through interviews,
surveys, and the input of the Business Law Advisory
Goal L: CORP will package and present pro bono matters for attorneys
and firms in a concise, clear, and helpful manner.
• Objective 22: Staff will rigorously screen client organizations, gather Y1-Y5 Firm commitment required to
all key information from client organizations, to fully prepare the effect change
volunteer attorney, and streamline process to facilitate attorney
involvement, reduce time to get approval from firm, and accelerate
the conflicts-check process.
o Criteria and priorities will be established and reviewed
periodically with input from advisory committees.
Goal M: CORP will develop and utilize a variety of recognition Y1-Y5 Requires involvement of awards
activities to give visibility to attorneys and firms who do pro and recognition VLSP staff
• Objective 23: Recognition of Volunteers:
o CORP will get volunteers recognized at the local, state or
national level through articles and formal awards.
o CORP will recognize volunteers through informal efforts
such as a volunteer appreciation dinner, phone calls, thank
you cards, etc.
Goal N: CORP will provide abundant resources, support, and training
for attorneys who commit to pro bono projects and partnerships.
• Objective 24: Resources: CORP will develop and update written Y2-Y5 Incorporation training manual
materials, manuals, and training videos for use by pro bono attorneys and recently updated; additional
advocates. training topics to be determined
• Objective 25: CORP will add to its cadre of experts to serve as Y1-Y5 Relevant areas of expertise to be
mentors. determined in Y1
• Objective 26: Website: CORP staff will develop, monitor, update and Y1-Y5 FT Staff Attorney and FT Project
enhance its probono.net website Coordinator required
o Staff will post materials, monitor and update the Library page
on a daily basis, and ensure that these materials are helpful to
o Staff will monitor, screen and respond to messages on a daily
basis on the Message Board.
o Staff will monitor the News page and post relevant and timely
o Staff will post pro bono opportunities on an ongoing basis
and daily monitor the New Matters page.
o Staff will update and monitor the Calendar page with
trainings, conferences, and other events.
o Staff will monitor the Roster page on a daily basis, and
immediately respond to new volunteer attorneys.
Goal O: CORP will have a development strategy with an emphasis on Requires involvement of VLSP
diversifying its revenue sources for continued financial viability. Institutional Grant Development
Director and VLSP Director
• Objective 27: Diversification and development Activities: VLSP staff Y2 – 3 new
will develop three (3) new sources of revenue by Year 2, and two (2) funding sources Quarterly meetings between CORP
additional sources of revenue by Year 3. Program staff will regularly Y3 – 2 new and Development staff to review
confer with Development staff to maximize effectiveness of fund-raising funding sources fundraising strategy
Goal P: CORP will prioritize long-term, multi-year sources of funding Requires involvement of VLSP
for development efforts. Director and the Institutional Grant
• Objective 28: Education of Foundation and Other Funding Officers: Y1-Y5
o Presentations at conferences where these individuals are
present will emphasize how pro bono legal services protect
the foundation’s investment in the supported organizations.
o Staff will schedule opportunities to meet with foundation staff
and other funders.
o Staff will work to increase funders’ understanding of the
value of legal assistance, technical assistance, and the
prevention of costly legal crises.
• Objective 29: Alliances with funders: VLSP director will take a lead
role in building an alliance between funders and legal services programs.
Goal Q: CORP will recruit and retain staff with key skills to insure the
success of the project.
• Objective 30: Staffing Needs: CORP will develop staff size and skill Y1
requirements, experience, expertise and continuing education needs.
Goal R: CORP will develop and maintain systems for collecting,
recording, aggregating, and analyzing all data important and
relevant to its mission.
• Objective 31: CORP will develop and maintain systems for Y1 CORP may retain consultant to
collecting all data important and relevant to its mission. assist in the development of
o CORP will analyze its current information gathering needs. this data collection system
o CORP will develop a comprehensive data collection system.
• Objective 32: CORP will use this information appropriately. Y1-Y5
o CORP will use this data to analyze its staffing and resource
requirements, as well as the effectiveness of its services.
o CORP will share this information with current funders, and use
this data to apply for new sources of funding.
o CORP will use this data for publicity, recognition, and
recruitment of new volunteer resources.
o CORP will share this data with other groups who may benefit
from this knowledge, including POA.